Analyzing Client Retirement Data

Overview

This CPE course can be purchased individually or as part of the Retirement Planning Certificate Program.

The SECURE Act is the first major legislation to revamp retirement plans in over a decade. The provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans have been implemented into this learning program.

Are you ready to help your clients set realistic expectations and goals? In this four-part narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning, and Integration with other areas of PFP.

Personal financial planners have numerous techniques available to estimate what financial independence looks like in their client's personal financial plan. This course will look at several of these techniques; as well as address taxation and income tax planning issues and strategies, and the integration of financial independence planning with other areas of personal financial planning.

Note: This course has been updated for the Tax Cuts and Jobs Act ("Tax Reform").

Moderator, Tom Tillery
Thomas Neal Tillery, CFPr, AEPr, CLUr, ChFCr, CRPCr, LUTCF is Vice President and Chief Compliance Officer of Parakleter Financial, Inc. Parakleter provides integrated fee-for-service financial planning without asset management or product sales.

Enhanced On-Demand Format

This on-demand format utilizes a slide deck format, enhanced with narration and interactive exercises that are designed to increase the level of engagement and hands-on application. Drag and drop exercises, case studies, and interactive diagrams are some examples of the interactive exercises that are used to supplement traditional instruction in this learning experience.

Highlights

Key Topics

• Key assumptions and risks
• Modeling techniques
• Taxation and income tax planning, and
• Integration with other areas of PFP

Prerequisites

None

Objectives

Learning Outcomes

• Recall the definition of inflation.
• Calculate the required beginning date for an IRA distribution.
• Distinguish between longevity and mortality risk.
• Distinguish among the various models for financial independence.
• Identify the most appropriate security for a tax-qualified account.
• Identify gifts that are not tax-qualified.
• Recall the requirements of a qualified charitable distribution.
• Recognize a trust that provides asset protection for heirs.